See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,339 | $131,829-83.8% | $108,579-80.3% | $273,961-92.2% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 18.69% | -91.57%+110.3pp | -51.70%+70.4pp | 41.45%-22.8pp |
| Employer contribution / active EE | $1,662 | $4,912-66.2% | $3,758-55.8% | $4,869-65.9% |
| Participant deferral / active EE | $5,539 | $5,127+8.0% | $4,311+28.5% | $5,287+4.8% |
| Admin fee / account holder | $13 | $10,252-99.9% | $7,645-99.8% | $10,132-99.9% |